+340.7%
RVMD vs MUB
+0.2%
+340.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | -1.3% |
| 7D | -3.0% | -0.8% | -2.1% | -0.1% |
| 30D | -0.7% | -2.4% | +1.7% | +8.3% |
| 3M | +36.5% | -2.8% | +39.4% | +52.6% |
| 6M | +104.6% | -2.2% | +106.8% | +125.4% |
| YTD | +155.8% | -1.6% | +157.4% | +170.9% |
| 1Y | +340.7% | 0.0% | +340.6% | +329.0% |
| All | +340.7% | +0.2% | +340.4% | +329.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MUB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling